As a Chartered Wealth Manager, I support clients in all aspects of financial planning covering areas such as retirement planning, savings and investment, Inheritance Tax planning and looking at any protection requirements. In my role I support individuals, companies and charities towards their long-term financial aspirations. My role involves working with existing clients to ensure their plans remain on track and also fully supporting new clients wishing to take advantage of the support of Campbell Thomson.
I have worked in the financial services industry since 1990 and have worked in Advisory roles with 3 major UK Banks prior to joining Campbell Thomson. My previous advisory roles encompassed many different aspects of both Personal and Corporate Financial Planning and he has a wide level of knowledge and experience in both areas.
Outside of work, I enjoy spending time keeping fit and active enjoying a variety of sports, outdoor activities and socialising with family and friends.